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clock Created with Sketch. 29/10/15
14:41
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Originally posted by stotes
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Let me FTFY as you had some great info but that was very tiresome to read.American Well in our assumptions remembering there are other big players in the Telehealth sector. 25M patients (apparently they just got access to another 25M?) on its books and according to the study I've been dissecting each patient does 1.3 visits per annum. So that's a total of 32.5M telehealth visits a year. 12% are cold/flu diagnosis (I think one can possibly see these patients also using RAP's app as they are in a way respiratory illnesses)5% are respiratory conditions. But let's use the base case 5% of all telehealth patient visits for respiratory diseases which = 1.6M visits.1.6M visits (remember this is just American Well) say two thirds of them used the RAP app as per doctor suggestion so that equates to:1M using RAP app - > $10* $1M = $10M in revenues. This is the base case. could easily see revenues of ~$100M per annum in US alone on per test basis only .On $100M possibility the market could easily see RAP get closer to $1B MC on an optimistic basis . Please add anything or question my assumptions (remembering most of the figures I got was from a comprehensive Us telehealth study)
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Thanks for the translation.. now its readable, thank you @Benjamins for the well thought out research, its crazy to value it close to 500-1b MC but its pretty realistic given how easily this product can penetrate the market.
